+156.5%
MS vs RIVN
-85.0%
+241.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +1.7% | +2.5% | -0.9% | +1.4% |
| 30D | 0.0% | -2.3% | +2.4% | +0.2% |
| 3M | +3.0% | +1.7% | +1.2% | +2.0% |
| 6M | +35.7% | +0.9% | +34.8% | +34.0% |
| YTD | +23.3% | -18.8% | +42.1% | +24.3% |
| 1Y | +44.7% | +14.8% | +29.9% | +38.7% |
| 3Y | +178.0% | -30.7% | +208.7% | +170.0% |
| All | +156.5% | -85.0% | +241.5% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling